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BCK Capital Management’s Willis Towers Watson WTW Stock Holding History

BCK Capital Management’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-14,462
Closed -$2.91M – 81
2022
Q3 		$2.91M Sell
14,462
-35
-0.2% -$7.22K 2.09% 12
2022
Q2 		$2.86M Hold
14,497
– – 2.22% 14
2022
Q1 		$3.42M Hold
14,497
– – 2.05% 13
2021
Q4 		$3.44M Buy
14,497
+281
+2% +$66.5K 2.32% 8
2021
Q3 		$3.31M Sell
14,216
-36,885
-72% -$8.21M 1.97% 10
2021
Q2 		$11.8M Buy
+51,101
New +$12.7M 5.89% 4
2021
Q1 		– Sell
-41,433
Closed -$8.73M – 143
2020
Q4 		$8.73M Buy
+41,433
New +$8.53M 6.98% 3

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BCK Capital Management's WTW Position: Q4 2022 in Review

BCK Capital Management sold out of Willis Towers Watson (WTW) in Q4 2022, closing a stake of 14,462 shares — an estimated $2.91M sold.

BCK Capital Management first reported a position in WTW in Q4 2020 and held it in 7 quarters. The position peaked at $11.8M in Q2 2021. 598 funds tracked by Wall St. Rank hold WTW as of Q4 2022.

  • BCK Capital Management reported no remaining Willis Towers Watson position as of Q4 2022 after selling out during the quarter.
  • BCK Capital Management sold 14,462 Willis Towers Watson shares in Q4 2022, an estimated $2.91M.
  • BCK Capital Management first reported a position in Willis Towers Watson in Q4 2020 and held it in 7 quarters.
  • BCK Capital Management's Willis Towers Watson position peaked at $11.8M in Q2 2021.
  • 598 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2022.

Based on BCK Capital Management's 13F filing for Q4 2022, filed 9 Feb 2023.